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Disclosery

WealthTrak Capital Management LLC: EFV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrak Capital Management LLC on EFV, newest first. How the timeline and the estimate are built.

WealthTrak Capital Management LLC held 0 EFV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -20,674 shares

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 20,674 shares
    Change vs previous 13F -15,404 shares

    1.1% of the 13F portfolio, value $1,537,112.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,078 shares
    Change vs previous 13F +9,790 shares

    1.84% of the 13F portfolio, value $2,576,330.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,288 shares
    Change vs previous 13F -3,966 shares

    1.47% of the 13F portfolio, value $1,783,115.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 30,254 shares
    Change vs previous 13F +14,152 shares

    1.6% of the 13F portfolio, value $1,920,524.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,102 shares
    Change vs previous 13F -5,878 shares

    0.82% of the 13F portfolio, value $949,052.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,980 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,153,291.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).